Vault-13

Managers in Grafton, WI

United States · 13 asset managers within 25 km (1 in Grafton itself) · 26 wealth managers, banks and others

GraftonLake ForestLake ZurichMequonLibertyvilleMilwaukeeMuskegoGurneeMadisonMiddleton
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Milwaukee, WI 53 · Mequon, WI 10 · Waukesha, WI 8 · Brookfield, WI 7 · Hartland, WI 2 · Cedarburg, WI 1 · West Bend, WI 1 · Cedar Grove, WI 1 · Elm Grove, WI 1 · Delafield, WI 1 · Muskego, WI 1

Asset managers in and around Grafton

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Mequon Robert W. Baird & Co. Inc · 9 related pages $394.1bn 33 $394.1bn
2 Spectrum Investment Advisors, Inc. institutions · Mequon $1.1bn about 20main office $1.1bn
3 FREEPORT FINANCIAL PARTNERS LLC hedge funds · Mequon $4.1bn 6 $4.1bn
4 REINHART PARTNERS, LLC. institutions · Mequon $2.5bn about 6main office $2.5bn
5 Client First Investment Management LLC mutual funds · West Bend $271.9m about 5main office $271.9m
6 Estate Counselors, LLC mutual funds · Mequon $1.3bn about 4main office $1.3bn
7 WEALTH MANAGEMENT institutions · Grafton $3.7bn 1 $3.7bn
8 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Cedarburg Thrivent Investment Management Inc · 5 related pages $128.7bn office $128.7bn
9 Pegasus Partners Ltd. Mequon $1.1bn based here $1.1bn
10 Richmond Investment Services, LLC Mequon $316.1m based here $316.1m
11 A. D. Beadell Investment Counsel, Inc. Mequon $156.2m based here $156.2m
12 CAPITAL MIDWEST ADVISORS II, LLC venture · Mequon office
13 CAPITAL MIDWEST ADVISORS III venture · Mequon office

13 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.